Berkshire Hathaway shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 5.6k | 502.74 |
| 2025-06-30 | $2.7M | 5.5k | 485.77 |
| 2025-03-31 | $3.0M | 5.6k | 532.58 |
| 2024-12-31 | $2.2M | 4.9k | 453.28 |
| 2024-09-30 | $895k | 1.9k | 460.26 |
| 2024-06-30 | $775k | 1.9k | 406.80 |
| 2024-03-31 | $828k | 2.0k | 420.52 |
| 2023-12-31 | $726k | 2.0k | 356.66 |
| 2023-09-30 | $723k | 2.1k | 350.30 |
| 2023-06-30 | $728k | 2.1k | 341.00 |
| 2023-03-31 | $679k | 2.2k | 308.77 |
| 2022-12-31 | $750k | 2.4k | 308.90 |
| 2022-09-30 | $654k | 2.4k | 269.43 |
| 2022-06-30 | $661k | 2.4k | 273.02 |
| 2022-03-31 | $1.2M | 4.2k | 298.67 |
| 2021-12-31 | $1.2M | 4.2k | 299.33 |
| 2021-09-30 | $1.1M | 4.1k | 272.98 |
| 2021-06-30 | $1.1M | 4.1k | 277.88 |
| 2021-03-31 | $966k | 3.8k | 255.59 |
| 2020-12-31 | $761k | 3.3k | 230.00 |